![Richard McDonald](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Richard McDonald, CFA, is a Vice President & Investment Manager at CitizensTrust Wealth Management.
He has over 21 years of industry experience.
He is responsible for leading the fixed-income process for CitizensTrust and serves on the CitizensTrust Investment Policy Committee.
Mr. McDonald worked previously as a security analyst at Eakle Associates, Inc.
He holds the Chartered Financial Analyst (CFA) designation and serves as a member of the CFA Institute and its member societies in Los Angeles and New York.
Aktive Positionen von Richard McDonald
Unternehmen | Position | Beginn |
---|---|---|
CitizensTrust Wealth Management
![]() CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Head-Fixed Income Invts | 01.01.2001 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
CitizensTrust Wealth Management
![]() CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Finance |